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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing product roadmaps and delivering AI-powered solutions within the fintech and wealth management sectors. Proficient in translating business needs into actionable requirements while collaborating with cross-functional teams in an Agile environment.
Highest-signal resume keywords
Product Management ExperienceAI-Powered SolutionsSaaS PlatformsAgile DevelopmentStakeholder Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Product Roadmap ManagementGenerative AIAI Use Case EvaluationFeature PrioritizationAnalytical SkillsProblem-Solving SkillsDecision-Making SkillsPrompt EngineeringSuccess Metrics DefinitionAI Feature Performance Evaluation
Soft Skills
Excellent CommunicationInterpersonal SkillsDetail-OrientedResourcefulAdaptable
Tools & Technologies
JiraFigmaMicrosoft OfficeLarge Language ModelsChatGPTMicrosoft CopilotClaude
Certifications & Qualifications
Bachelor's Degree in FinanceBachelor's Degree in BusinessBachelor's Degree in Computer ScienceBachelor's Degree in Information Technology
Industry Keywords
Wealth ManagementFintechAI AgentsIntelligent AutomationEmerging Technologies
About the role
Key responsibilities & impact- Own and evolve the strategic product roadmap aligned with company goals, market opportunities, emerging technologies, and user needs
- Identify opportunities to leverage generative AI, AI agents, and intelligent automation
- Gather and prioritize feature requests based on client feedback, stakeholder input, market research, and industry insights
- Translate business needs and product strategy into requirements, user stories, and acceptance criteria
- Partner with engineering, AI development, design, service, and sales teams to deliver scalable solutions
- Evaluate AI capabilities, define use cases, and support development, testing, and implementation of AI-driven features
- Monitor product performance, adoption metrics, AI feature utilization, and user feedback
- Track wealth management, fintech, AI, and emerging technology trends
- Communicate product priorities, roadmap decisions, and feature progress to stakeholders, leadership, and external partners
Requirements
What you’ll need- Experience working with financial advisors, wealth management, or investment platforms
- Strong understanding of SaaS platforms, fintech technologies, and modern software product development practices
- Experience working with AI-powered products, generative AI, or AI-driven solutions
- Familiarity with large language models (LLMs), AI agents, conversational AI, and intelligent automation
- Ability to identify, evaluate, and prioritize AI use cases based on user needs, technical feasibility, and business impact
- Proven experience managing product roadmaps and delivering software products or features from concept through launch
- Experience collaborating with cross-functional engineering, design, and technical teams in an Agile development environment
- Strong analytical, problem-solving, and decision-making skills
- Excellent communication, interpersonal, and stakeholder management skills
- Detail-oriented, resourceful, and adaptable in a fast-changing environment
- Self-motivated with a proactive approach to identifying opportunities, solving problems, and driving innovation
- Bachelor's degree in Finance, Business, Computer Science, Information Technology, or a related field (preferred)
- 3+ years of product management experience with SaaS or platform solutions (preferred)
- Hands-on experience managing or contributing to the development and launch of AI-powered features, products, or workflows (preferred)
- Familiarity with ChatGPT, Microsoft Copilot, Claude, or similar generative AI technologies (preferred)
- Understanding of prompt engineering, data privacy, accuracy, reliability, and responsible AI practices (preferred)
- Experience defining success metrics and evaluating AI-powered feature performance, adoption, and business impact (preferred)
- Proficiency with Jira, Figma, and Microsoft Office products (preferred)
Benefits
Comp & perks- Remote position
- 15% compensation component (type not specified)